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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-11-17 |
| TX | RA | APPROVED | 2016-11-10 |
Branch Locations
1150 Sanctuary Pkwy Ste 410, Alpharetta, GA 30009 • United States
Marietta, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalos Capital | Marietta | GA | 10/2011 | 11/2016 |
| Ameriprise Financial Services, Inc. | Marietta | GA | 11/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Alpharetta | GA | 03/2020 | Present |
Business Ownership; Causey Streeter, CPAs, LLC; I am the owner and president. The firm was previously known as Private Client Tax Solutions, LLC. I bought a CPA firm from Wendell Causey, CPA.; Tax Preparation; 2887 Brookcliff Lane, , Marietta, GA, 30062; Not Investment-Related; 10/11/2011; 40 to 59 hours per month; 20 to 39 during trading hours / Flying C Holdings, LLC; Owner; Manage Ameriprise Business; 2887 Brookcliff Lane, , Marietta, GA, 30062-4856; Investment-Related; 09/23/2025; 10 to 19 hours per month; 10 to 19 during trading hours. Board of Directors; Board of Directors, Brotherhood of St. Andrew; Director; 1795 Johnson Ferry Rd, , MARIETTA, GA, 30062; Not Investment-Related; 05/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Flying C Holdings, LLC; Owner; Manage advisory business; 2887 Brookcliff Lane, , Marietta, GA, 30062; Investment-Related; 11/09/2016; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-28 |
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